Coffin Financial Group Powered by LPL Financial

10/23/2026

Passing down wealth is one thing. Preparing someone to manage it is another.

Future generations may need time to understand the family’s assets, trusts, business interests, and the responsibility that comes with all of it. Those conversations tend to be more useful when they happen before anyone is forced to make a decision.

Read the blog and download the checklist to help start the conversation: https://coffinfinancial.lpl.com/blog/building-a-lasting-legacy-wealth-preservation-strategies-beyond-traditiona

10/21/2026

Some of the most important financial decisions happen around the dinner table. Open conversations about spending, saving, financial goals, and family expectations can help reduce misunderstandings and better prepare future generations for financial responsibility.

This article highlights why these conversations matter. When you're finished, download our Multi-Generational Wealth Readiness Checklist to start discussing these topics with your family: https://coffinfinancial.lpl.com/multi-generational-wealth-readiness-checklist

When it comes to finances, it’s tempting to keep our cards close to our chest. Here’s how to open up the conversation — you might be surprised where it goes...

10/16/2026

Most families have spent time thinking about what they want to leave behind. Fewer have talked through what happens when the next generation actually has to step in.

Do they understand the family’s wealth structure? Do they know who the key advisors are? Are trusts, responsibilities, and backup plans clear?

Our Multi-Generational Wealth Readiness Checklist can help you start that review. Download the checklist: https://coffinfinancial.lpl.com/multi-generational-wealth-readiness-checklist

If it brings up a question, I’m happy to talk it through.

10/14/2026

I've worked with families across different stages of life, and one thing remains true: disciplined habits can create long-term opportunities for future generations. If you're focused on building a legacy, start with the fundamentals.

After reading, download our Multi-Generational Wealth Readiness Checklist to help determine whether your family is prepared for the next chapter.

The truth is that you don’t need a high income to have a high net worth. Your net worth, simply put, is your assets minus your liabilities—it’s not how much you earn, it’s how much you keep.

10/09/2026

A lot of wealth planning focuses on growth. That matters, but it is not the whole picture.

You also want to protect what you have built and think carefully about how it may eventually support the people and priorities that matter to you.

This carousel breaks it down into three simple areas. Take a look, and review how they fit into your plan here: https://coffinfinancial.lpl.com/multi-generational-wealth-readiness-checklist

10/07/2026

One of the most rewarding parts of my work is helping young professionals gain confidence around their financial future.

In one of our hypothetical case studies, Lauren came to us feeling overwhelmed by a growing income, student debt, and an inheritance she'd recently received. Together, we built a plan that helped bring clarity and direction to her financial life. Review the case study: https://coffinfinancial.lpl.com/early-career-professional-case-study

This article highlights why those early years matter so much and how the right guidance can help set the stage for long-term success.

Parents and financial advisors can help young people establish a strong financial game plan when first leaving home.

10/02/2026

A lot of people think estate planning starts and ends with a will or trust. For families with more moving parts, it usually goes further -Taxes, investments, retirement income, insurance, and the eventual transfer of assets all have a role. The real value comes from making sure those pieces support the same plan.

Our latest blog explains what that broader approach can look like. Download the Multi-Generational Wealth Readiness Checklist to see which areas may be worth a closer look: https://coffinfinancial.lpl.com/blog/building-a-lasting-legacy-wealth-preservation-strategies-beyond-traditiona

09/29/2026

Behind every headline is a bigger story. Our commentary translates market data into actionable insights. Explore the insights today. https://coffinfinancial.lpl.com/weekly-market-commentary

09/25/2026

The fourth quarter tends to sneak up on people. But some of the most important year-end planning items are easier to handle before the calendar gets crowded.
RMDs. QCDs. IRA contributions. FSA use-it-or-lose-it dollars.
A little planning now can make the end of the year feel much more manageable. And if you’re working with a coordinated plan, these decisions don’t have to happen in isolation.
Reach out if you want to get ahead of year-end planning now: https://coffinfinancial.lpl.com/contact

09/22/2026

Markets shift but your goals remain strong. Our Weekly Market Update keeps you focused on what matters most. Ready to review your strategy. https://coffinfinancial.lpl.com/weekly-market-commentary